OUR ACCOUNTING SERVICES

Shaw, Hull and Navarrette offers a wide range of services, which include the following:

TaxServices

We can help:

There is no ‘fill in the blank’ formula for getting the best tax results. Every situation is unique and that’s why we invest the time to know you and learn about your specific situation and needs.



Overview

Tax laws are complex and hard to navigate. This is why experienced, knowledgeable tax preparation is crucial. Tax planning should be an important piece of your total financial planning process. We are here to help you through the process, saving you not only tax dollars but time and energy.



Our Services

For CPA’s, tax time is 365 days a year! As a leading source on difficult and ever-changing tax codes and legislation, our professionals receive advanced training and engage in continuous learning opportunities all year long to keep our services on the forefront of the tax industry. We provide tax preparation and planning services for all filing types, including individual, corporate, estate/trust, partnership, non-profit, farm/ranch, and many other industries. We will help you:

Preparing a Comprehensive Tax Plan

Understanding Tax Implications

Navigating Tax Codes

Observing Current Legislation

Monitoring Tax Law Changes

Minimizing Tax Liability

Multi-State Tax Planning and Preparation

Our tax services go beyond preparing a tax return. You will rest easy knowing that a knowledgeable and experienced tax team is on your side.

Compilation, Review, and AuditServices

We can help:

Before you head off to see your creditor, bonding company, regulator, or anyone else that needs a report of your financial situation, you’ll want to make sure that your financial statements are properly prepared and free of error. Our financial statement services will help you properly present your company’s financial condition on paper.



Overview

The compilation of your financial statements is a necessary step before any inquiry or transaction with your bank, lender, investor, etc. Reviews and audits provide for levels of verification that can smooth the lending or purchasing process at-hand and are often required by a lender, regulator, or granting agency.



Our Services

Compilation: Compiled financial statements give you monthly, quarterly, or annual financial information to help you make informed decisions or monitor operations. After compiling the financial statements, the CPA reads them and considers whether they are appropriate in form and free from material errors. A compilation is often sufficient, but if a business needs to provide assurance that its financial statements are reliable, another level of service is warranted.

Review: The purpose of the review is to assure the end-user/entity that the financial statements presented are in conformity with the applicable financial reporting framework. This service provides limited assurance and is less extensive than the audit.

Audit: The audit is the most extensive of this group of services. Financial statement audits provide the end-user/entity with our auditor’s professional opinion of the financial reporting.

Agreed Upon Procedures: An agreed upon procedures engagement is a service in which our professionals design specific procedures tailored to your unique needs. This cost-effective option results in a report detailing each step performed and any deviations noted.

Bookkeeping and PayrollServices

We can help:

It doesn’t always make sense to hire an employee for accounting tasks. In an ever changing regulatory environment, staying up on all the laws and regulations related to sales, use, payroll tax is difficult. Our professionals are up-to date on laws and regulations and ready to provide accounting services designed to meet your needs.



Overview

In addition to alleviating the burden of accounting tasks, we offer the best in technology to keep your business running smoothly and efficiently. Our accounting services allow you to free up personnel resources, while entrusting these responsibilities to skilled accountants.

Accounting SoftwareConsulting

We can help:

Save time and frustration by allowing us make sure you are set up, trained and maximizing the most appropriate accounting software for your needs.



Overview

We want you to get the most out of your software. Our professionals are available to assist in the selection, setup, training, troubleshooting and consultation for most of the commonly used accounting software including both QuickBooks and Sage.



Our Services

Selection of software

Installation and Set-up

Training

Troubleshooting

Periodic tune-ups

EstatePlanning

We can help:

“The only thing certain is death and taxes.” While eventual death is undeniably certain, there may be actions that can help reduce estate taxes. Our experienced professionals can work with you on your estate planning goals.

Overview

Our Services

Depending on your situation, the following services may be recommended:

Clarifying Estate Planning Goals

Analyzing the Current Financial Situation

Preserving Assets

Reducing Potential Estate Tax Liability

Providing for Liquidity

ValuationServices

We can help:

We offer valuation services for business owners, legal professionals, and/or divorcing individuals. These services typically revolve around the buying/selling of a business or business interest, gift and estate tax planning, marital dissolution, business litigation, arbitration proceedings, and shareholder disputes.



Overview

A business valuation report estimates the economic value of an owner’s interest in a business. In general, this estimate determines the price potential buyers/sellers are willing to pay/receive in the sale of the business interest in question.



Our Services

Our valuation services are performed by a CPA who is also a Certified Valuation Analyst. They will help you select the appropriate valuation engagement to meet your needs in a cost effective manner. Working with a CVA will give you the credibility needed when making decisions or resolving disputes.

There are many occasions when you will need to know your business’s value, and our professionals are experienced in valuations for a range of purposes.

Negotiating an offer to buy/sell a business

Creating and implementing company buy/sell agreements

Divorce property settlements

Dissenting owner issues

Corporate liquidations

Bank financing

Estate and gift tax

Contract negotiations

AdvisoryServices

We can help:

Our respected professionals can help you identity and solve your business problems!



Overview

Our CPA’s offer expert advice derived from a qualified background of years of combined education and experience.



Our Services

We offer professional consultation for a variety of purposes including:

Management Services: Management consulting is about developing strategies for enhancing the overall value of your business from within.

Controllership Services: The purpose of an on-site controller is to help you earn the profit or operating results you desire by having the ability to make more timely management decisions. Our service is ideal for companies that require the expertise of an experienced accountant but do not yet require those services on a full-time basis.

Strategic Planning Services: Strategic planning is the formulation of an internal business plan to provide an organization with the tools necessary to address the changing business environment. Our professionals can help identify strategies to enable your business to find practical ways to explore their unexploited potential, spur growth and solve problems.

Succession and Transition Planning Services: Our professionals have helped many businesses through transitions and we would like to help you! We will help you prepare for the efficient and orderly transfer of both the ownership and management of a business in the event of death, disability, or retirement by creating a plan that carries out the desires of the business owner(s). Having a succession plan in place helps fulfill the objectives of the owner(s), decreases disruption of operations, and minimizes potential conflict among successor owners and managers.

Buy-Sell Agreement Assistance: One of the keys to succession planning is having a well-thought out buy-sell agreement. Our experienced professionals will work with you and your attorney to design an agreement that meets the unique needs of your business.

Budgeting, Forecasts, Projections: We can work with you to help create a budget or simplify your current process. We can also help prepare pro-forma financial statements to assist in identifying the impact of changes to your business.